Registered Sales / Trader Assistants identify and appraise securities that a trader, a client or a portfolio manager wants to buy or sell. Registered Sales / Trader Assistants also help in portfolio control and business training, ordering positions reports, processing trades, and writing trade tickets. They are also responsible for data entry such as entering stock trades in databases, verifying profits and losses, and analyzing portfolios.
Registered Sales / Trader Assistants are required to have a Bachelor’s degree in economics, finance or accounting, though an MBA is generally preferred. A quantitative background in areas such as math or statistics is also favorable.